NPC
SCHE icon

National Planning Corporation’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

National Planning Corporation’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-49,499
Closed -$1.24M – 760
2017
Q2 		$1.24M Buy
49,499
+17,584
+55% +$432K 0.09% 229
2017
Q1 		$774K Buy
+31,915
New +$743K 0.06% 286

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

National Planning Corporation's SCHE Position: Q3 2017 in Review

National Planning Corporation sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2017, closing a stake of 49,499 shares — an estimated $1.24M sold.

National Planning Corporation first reported a position in SCHE in Q1 2017 and held it in 2 quarters. The position peaked at $1.24M in Q2 2017. 333 funds tracked by Wall St. Rank hold SCHE as of Q3 2017.

  • National Planning Corporation reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2017 after selling out during the quarter.
  • National Planning Corporation sold 49,499 Schwab Emerging Markets Equity ETF shares in Q3 2017, an estimated $1.24M.
  • National Planning Corporation first reported a position in Schwab Emerging Markets Equity ETF in Q1 2017 and held it in 2 quarters.
  • National Planning Corporation's Schwab Emerging Markets Equity ETF position peaked at $1.24M in Q2 2017.
  • 333 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.